Since joining the firm, William has been an integral part of the Fillette & Schain Wealth Management team. As a licensed financial advisor, he specializes in helping clients identify their most cherished goals and build custom solutions to help achieve them. William has a rigorous work ethic, disciplined planning process, and unique ability to understand the objectives and values of his clients. Most of all, he truly enjoys connecting his clients with the solutions designed to strengthen their financial lives.
In addition to holding his FINRA Series 7 & 66 securities registrations, he holds his New York Life, Health & Variable Annuities licenses. Outside of the office, William enjoys hiking, coaching his son’s baseball league, and spending time with his family.